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Dynamics GP Project Governance and Delivery Review Optimization Offering in Sure Step

Dynamics GP Project Governance and Delivery Review Optimization Offering in Sure Step


Let's briefly come through the each phase of the project implementation cycle. Project begins with Diagnostic phase, where you as project manager review with the project team the Project Charter and Statement of Work (SOW). In Analysis phase you have Functional Requirements Document (FRD), Fit Gap Analysis, plus depending on the scale of the project magnitude: Training, Test, Data Migration plans; Risk, Issue and Communication planning, quality management process, and more. In the Design phase it is important to create Solution Design Document (SDD), based on the FDD and possibly Technical Design Document (where Gaps are detailed in the way how they should be implemented via customizations). In Development phase you are dealing with test scripts, quality management, updating deployment plan. In Deployment project manager plans go live checklist, user acceptance tests, scope change control, quality management process, go-live cutover process. And in the final phase Operation you are reviewing Readiness, Deliverable listing, Delivery against vision, Lessons Learned to name a few

1. Projects associated with Customization, Integration and interface modification. It is recommended to establish test of staging environment with approved data set (it might be the copy of your Dynamics and company database if you are in process of initial data conversion and migration). Custom module quality assurance is often associated with Dynamics GP settings, master tables (customer, vendor, GL account, employee, address, prospect, etc.) and transaction files (SOP, POP Document Header and Line tables, etc.)

2. Customization and Integration Tools. This topic deserves separate consideration. We would like to mention Microsoft Dexterity, eConnect (plus various interfaces built upon the eConnect platform, such as Web Services for GP, Integration Manager eConnect connectors), Modifier with VBA scripting (plus Integration Manager with VBA event driven scripts), Extender (this tool allows you extend existing Dexterity forms). There is also the possibility to do direct integration in SQL Stored Procedures or SQL Insert Statements, but here you need to be sure that you know what you are doing and there is no way to perform the same in Integration Manager or eConnect. SQL statement doesn't validate Great Plains business logic and the chances are approaching to 100% that data will be compromised. On the other hand both eConnect and Integration Manager do validate business logic and there is no associated risk

3. Reporting tools. For such mid-market Corporate ERP application as Microsoft Dynamics it is important to understand the difference between Financial Reports (such as P&L, Balance Sheet, Statement of Cash Flow) and Managerial reporting: Sales Commission, Project Profitability, Warranty Cost Review. Plus, when you are printing SOP Invoice form, it is also considered as report (typically modified in Report Writer, but in recent versions, such as 2010/11.0, 10.0 it might be printed in Microsoft Word Templates with your company or customer logo). If you are talking about Financial Statements, consider Microsoft Dynamics ERP Management Reporter (versions 2010 and 10.0), FRX (version 10.0 and earlier: 9.0, 8.0, 7.5, 7.0, 6.0, 5.5, 5.0, 4.0). For managerial reports, consider SSRS, Crystal Reports, Report Writer and other ODBC compliant reporting tool (it might be something like Microsoft Access, Excel, Word). Microsoft Management Reporter versus FRx. If you are on the version 2010 or 10.0, we recommend you to review the following. The future development for the FRx is no longer planned (for GP, AX, SL, NAV). FRx is not officially supported on 64 bit version of Windows (Vista, Windows 7, XP, where you can cross the barrier of 3.5 GB RAM limitation, associated with 32 bit platform Windows workstation)

4. Older Versions Support. Well, we share your feelings that each computer technology professional should follow the newest technical trends. The business realities might dictate different rules. For example, we still support dozens of Great Plains DOS customers (Great Plains Accounting for DOS, Windows and Mac 9.5, 9.2, 9.1 and earlier releases). We are ready to help you with your data repair on all the versions of Great Plains Software ever released (including GPA DOS, Great Plains on Pervasive SQL 2000/Btrieve or Ctree, and even help you with Novel based Btrieve folder recovery)

5. Dynamics GP and Microsoft Visual Studio Programming. Here we recommend you to review GP libraries for MVS

6. GP Ecommerce integration projects. We recommend you to consider Integration Manager module first (prior to purchasing expensive ecommerce integration add-ons for Magento, .Net Storefront, etc.)

7. International Environment. Please check Dynamics GP International Availability document. It is supported in the majority of English, Spanish (except continental European Spain) speaking countries, Canada (with French Canadian version for Quebec/Montreal). GP Dexterity doesn't support Unicode characters, meaning that such countries as China, Japan, Korea, where hieroglyph alphabet is in place, should probably consider GP as not an option (there are some work around, for example NJ Star Chinese language utility)
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Dynamics GP Project Governance and Delivery Review Optimization Offering in Sure Step